See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,458 | $65,241-11.9% | $126,539-54.6% | $85,563-32.8% |
| Participation rate | 8.1% | 48.6%-40.5pp | 69.8%-61.7pp | 66.0%-57.9pp |
| Annual return | 15.70% | 42.19%-26.5pp | 425.95%-410.2pp | 31.51%-15.8pp |
| Employer contribution / active EE | $199 | $1,937-89.8% | $3,674-94.6% | $2,654-92.5% |
| Participant deferral / active EE | $577 | $3,032-81.0% | $4,083-85.9% | $4,375-86.8% |
| Admin fee / account holder | $281 | $1,031-72.8% | $6,065-95.4% | $834-66.3% |